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LEVIX vs VTSMX
LEVIX vs VTSMX Comparison
Open Charts LEVIX vs VTSMX
Lazard US Equity Concentrated Instl
Price$11.98
Change+$0.09 (+0.76%)
VolumeN/A
Net Assets42.26M
Vanguard Total Stock Mkt Idx I
Price$151.44
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
LEVIX vs VTSMX Comparison Chart in %
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LEVIX vs. VTSMX commentary
Aug 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LEVIX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LEVIX (42.3M). VTSMX pays higher dividends than LEVIX: VTSMX (1.09) vs LEVIX (0.48). LEVIX was incepted earlier than VTSMX: LEVIX (20 years) vs VTSMX (33 years). LEVIX (0.83) is less costly to investors than VTSMX (0.14). LEVIX is a more actively managed with annual turnover of: 146.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LEVIX: VTSMX (3000) vs LEVIX (10000). VTSMX annual gain was more profitable for investors over the last year : 20.02 vs. LEVIX (-52.94). VTSMX return over 5 years is better than : 82.72 vs. LEVIX (-75.39).
| LEVIX | VTSMX | LEVIX / VTSMX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.83 | 0.14 | 593% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 2.131 | 6.754 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.3M | 1.91T | 0% |
| Annual Yield % from dividends | 0.48 | 1.09 | 44% |
| Returns for 1 year | -52.94 | 20.02 | -265% |
| Returns for 3 years | -77.21 | 49.22 | -157% |
| Returns for 5 years | -75.39 | 82.72 | -91% |
| Returns for 10 years | -71.41 | 198.64 | -36% |
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